Adjusting Q2 Estimates; July Tracking Strong Ahead of Tougher Comps Later in Quarter Stock screens that combine thematic macro and quant Hold: 2Q15 beat on margin, EBITDA up 6%qoq Escaping forex damage Although Credit the Gift that Keeps on Giving, Texas Banks Telling Another Story; CFR/GNBC on Deck Morning Express Asia Equity Strategy Russia: July CBR rates preview South Africa: Another boon for inflation momentum Margin Lending: The Twilight Zone (IV)